Publication date:
05/2018
This publication provides a wealth of background and program ideas for improving rural mobility through existing and emerging technology. It offers insights about what’s already working and what is possible from the perspective of providers and thought leaders. It is a general introduction tailored for funders but useful for anyone. It does not require a background in technology or aging.
Publication date:
05/2018
This whitepaper is full of helpful insights on how to plan and break down your Salesforce project costs. Plus, it includes an interactive worksheet to help you start outlining a realistic budget that includes licenses as well as internal labor and consulting costs.
Publication date:
04/2018
This publication is a companion white paper to Mobility & Aging in Rural America: The Role for Innovation: An Introduction for Funders. It examines rural mobility through a lens of technology and across a longer timeframe.
Publication date:
04/2018
Developed in consultation with the Forum, CEP is offering opportunities exclusively to Forum members to broaden the use and awareness of CEP’s work in a way that complements existing programming and resources in the field including programming, conference discount and survey services.
Publication date:
04/2018
Interested in measuring, capturing and investing your local Transfer of Wealth? Commission a Transfer of Wealth study with LOCUS and receive discounted research services to include local assessments and customized consulting.
Publication date:
03/2018
As a member of United Philanthropy Forum, FCAA can offer the Forum’s PSO members, especially regional PSOs, a number of opportunities, at no cost, to highlight the needs and philanthropic response for addressing HIV/AIDS prevention, care and advocacy in their regions and states, utilizing FCAA’s robust data sets.
Sample maternity and/or parternity leave policies at philanthropy-serving organizations.
Publication date:
02/2018
Find materials for this session focused on the 2020 Census held at the 2018 PolicyWorks Institute before Foundations on the Hill
Publication date:
01/2018
We are pleased to partner with Alliance magazine to offer our members and your members a 20% discount on new print and digital subscriptions.
Publication date:
01/2018
Exponent Philanthropy has developed a menu of partnership opportunities available exclusively to their fellow Forum members - both national and regional PSOs. If you have a desire to serve your leanly-staffed members better but don’t have the resources or staff capacity to do so, Exponent Philanthropy resources and programs can complement your existing offerings.
Publication date:
01/2018
The Forum and its members recognized and responded to the need to plan for enhancements to its systems that take advantage of technology advances. This Memorandum of Agreement renews and expands the commitment of partners to undertake these enhancements collaboratively and to clarify collaborative governance and cost-sharing.
Publication date:
01/2018
GuideStar is pleased to offer 20% discounts on popular GuideStar products to United Philanthropy Forum members and their member organizations in good standing including GuideStar Premium and Pro, GuideStar Nonprofit Compensation Report, and GuideStar Charity Check.
Publication date:
01/2018
See how other regional philanthropy-serving organizations are promoting Foundations on the Hill with their members including email and on their websites.
Publication date:
12/2017
This December 2017 edition of the Forum Policy Playbook focuses on the upcoming 2018 PolicyWorks Institute and Foundations on the Hill schedule for March 11-14 in Washington, DC. We look at why you and your members should attend; what you need to know to encourage your member’s engagement and your PSO team’s involvement; provide tips on how to organize and plan; and offer Forum member resources to help guide your efforts.
Publication date:
11/2017
Top 10 findings from a three-part study of giving circles, their impact and their relationship with their hosting organizations significantly updates our understanding of the current scope, scale and significance of giving circles and other models of collective giving in the U.S. Additionally, this study deepens our understanding of the impact of participation in giving circles on donors’ giving and civic engagement and offers actionable information related to the relationships between giving circles and their hosting organizations.
Publication date:
11/2017
Check out the full agendas for the 2018 PolicyWorks Institute. Last updated on 3/10/18.
Publication date:
11/2017
The November 2017 edition of the Forum Policy Playbook focuses on taking policy positions and creating a legislative agenda. We look at the common traits of successful legislative agendas; comment on the benefits of having a process in place to consider expedited approval of policy positions; and share samples from members that are engaging in this work.
Publication date:
11/2017
Our first-ever 2017 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). The full report is accessible to our members.
Many philanthropy-serving organizations are tracking and reporting how they are engaging with their members over time. Some have built internal profiles for members while others have created engagement scores.
Publication date:
11/2017
Our first-ever 2017 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the governance, finances, membership, services and programs, and operations of regional and national philanthropy-serving organizations (PSOs).
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